Home Funds Groww Short Term Fund (formerly known as Indiabull

Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Groww · Short Duration
Moderate
₹1025.66
Current NAV
25 Jun 2026
21.4%
1Y Return
15.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.74%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.14).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.14
Sharpe Ratio
0.74
Beta
2.14
Alpha
1.30
Sortino
Fund Details
Fund House Groww
Category Short Duration
AUM ₹9690 Cr
Expense Ratio 0.74%
Min SIP ₹500
Min Lumpsum ₹1000
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